401(k) · DOL Form 5500 · 2023

AARP 401(k) Plan

Data updated 2026-08-25

$886M
Total assets Above avg plan size
2,373
Participants Above avg headcount
98th
Percentile by assets National rank
$373,256
Avg per participant High balance/head
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Official DOL plan name: Aarp Employees 401(k) Plan · Sponsored by AARP · District of Columbia · Other Services

$886M in assets, 2,373 participants

AARP's Aarp Employees 401(k) Plan reported $886M in total assets and 2,373 participants in its 2023 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,834 in Other Services (7,857 peers)

Where Aarp Employees 401(k) Plan sits by assets

Aarp Employees 401(k) Plan sits in the top 5% of all filed plans by assets, $886M for 2,373 participants (~$373,256/participant), up 20.4% in 2023.

#7,834
in Other Services (7,857 peers)
+20.4%
assets growth YoY
8.9×
vs typical plan assets (national mean)

Aarp Employees 401(k) Plan's outsized position by total assets

Aarp Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$885,737,193 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aarp Employees 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aarp Employees 401(k) Plan lands in the large band (2,373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aarp Employees 401(k) Plan reported net income rose from -$154M in the plan year 2022 filing to $150M in the plan year 2023 filing.
  • Aarp Employees 401(k) Plan end-of-year assets rose from $736M in the plan year 2022 filing to $886M in the plan year 2023 filing.
  • Aarp Employees 401(k) Plan reported participants rose from 2,362 in the plan year 2022 filing to 2,373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951985500 · AARP PY 2023 · 401(k)

Aarp Employees 401(k) Plan · $886M · 2,373 · 98th

  • ASSETS $886M
  • PCT 2,373
  • EIN 98th
  • RANK 401(k)
  • PHOTO near Sutter Medical Group 401(k) Profit Sharing Plan
  • IND ind #7834

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in District of Columbia →

Aarp Employees 401(k) Plan in the asset neighbourhood

Owens & Minor 401(k) Savings and Retirement PlanOwens & Minor 401(k) Savings…$889MDpr Construction Retirement Savings PlanDpr Construction Retirement …$888MGenesis Administrative Services 401(k) Plan #1Genesis Administrative Servi…$888MSutter Medical Group 401(k) Profit Sharing PlanSutter Medical Group 401(k) …$887MAarp Employees 401(k) Plan$886M
End-of-year total assets ($M) among Aarp Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$736M
Net Assets (End of Year)$886M
Net Income$150M
Employer EIN951985500
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AARP)

Sponsor-wide plan assets over time

All AARP plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 28.59885860736297% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.05B $2.63B ▲ +28.3%
Year Plans Participants Total Assets
2022 2 4,390 $2.0B
2023 2 4,330 $2.4B
2024 2 4,534 $2.6B

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aarp Employees 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 02468 Total assets ($B) Participants Aarp Employees 401(k) Plan, Total assets ($B): 0.885737193 · Participants: 2373Aarp Employees 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Aarp Employees 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Aarp Employees 401(k) Plan side-by-side with 3 peers →

Aarp Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Sutter Medical Group 401(k) Profit Sharing Plan in CA ($887M); by covered participants it is Esco Employee Savings Investment Plan in MO (2,373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($886M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,373 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aarp Employees 401(k) Plan assets move in 2023? ▼
Aarp Employees 401(k) Plan grew sharply - up 20.4% during 2023, from $736M to $886M. Reported net income was $150M.
How have AARP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AARP's sponsor-wide assets grew 28.6%, from $2.0B to $2.6B.
Where does Aarp Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Aarp Employees 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aarp Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sutter Medical Group 401(k) Profit Sharing Plan in CA ($887M, 1,040 participants).
Which 401(k) plans cover a similar participant headcount to Aarp Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Esco Employee Savings Investment Plan in MO (2,373 participants, $448M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951985500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.